Mortgage and Protection Administrator

Job Description

About usWe are a small and friendly firm offering financial advice to clients since 2006 and built the business purely on recommendations from happy clients.Our services include: Mortgages (all types), Life and general insurance as well as Will writing and related services.We are proud of our excellent customer service to clients. Many of our clients see us as the single window to the property related matters as we happily engage and co-ordinate with all the parties concerned including the mortgage lenders, valuers, estate agents, solicitors, GPs, insurance companies etc.As a business, we appreciate the fact that the transaction the clients are engaging with and through us is perhaps the biggest transaction in their lifetime. We maintain very high standards in our advice and service in the full knowledge of how important this is for our clients.The RoleThe role of a Mortgage and Protection administrator is very crucial to our client journey. Proactiveness, clear & timely communication as well as high levels of accuracy/attention to detail brought about by the administrators go a long way in our client satisfaction.As a Mortgage and Protection Administrator, you will be responsible for the smooth flow of documents and information throughout the entire process. While taking extra care about the sensitive nature of the information we deal with you will ensure the various parties get the right information and documents at the right time and format. You will be responsible for accurate record-keeping within the CRM systems as well as related MS Office documents & PDF documents within the client folders. By proactively tracking the progress you will ensure that no case ever falls through the cracks and all parties are always kept well informed.This part-time role will be for 4 hours each day - 5 days/ week. There is some flexibility around the actual hours worked each day which can be discussed.BenefitsYou will benefit from an attractive remuneration package, working in a small caring and friendly team, workplace pension (operated through Nest), 20 days holiday (on top of the 8 bank holidays), the satisfaction of helping clients purchase their dream home and the right support for those who wish to progress within the financial services sector.The Ideal CandidateThe ideal candidate will possess experience in administration within an office environment, have good computer skills (Word, Excel, Email, CRM systems), good customer support skills, attention to detail and work proactively with their own initiative.The job will be based in our office which is set within a busy & modern business centre in Stanmore with good access to public transport. Parking may be available upon request (subject to availability)Shortlisted candidates will initially have a quick virtual/ online video meeting and could then be invited for a face to face meeting. Once selected the role can potentially start straight away. On the job training and support will be provided to help you familiarise yourself with the industry, company and process. Required skills

Customer Service

Telephone Manner

Accurate Record Keeping

Highly Detailed

MS Office

Keyskills :
Customer Service Telephone Manner Accurate Recd Keeping Highly Detailed MS Office